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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,161 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,586 | $50,958-63.5% | $74,550-75.1% | $64,186-71.0% |
| Participation rate | 71.2% | 61.1%+10.2pp | 69.1%+2.1pp | 69.6%+1.6pp |
| Annual return | -5.53% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,074 | $2,301-9.9% | $3,108-33.3% | $3,470-40.2% |
| Admin fee / account holder | $43 | $4,223-99.0% | $5,060-99.1% | $4,888-99.1% |